Description
Your NYSTRS pension payment option is one of the most important financial decisions you will ever make — and once submitted, it cannot be changed. Many New York educators wait until their final year of service to review their options, but the most impactful planning opportunities happen years earlier.
Join us for a free, one‑hour NYSTRS Retirement Seminar designed for New York State teachers who want to understand their pension choices, avoid irreversible mistakes, and build a confident retirement plan. This July session is ideal for educators across Westchester County, Long Island, the Hudson Valley, and the NYC region.
What You’ll Learn
- Pension Maximization Strategy — How your option selection affects income and survivor benefits
- Tier‑Specific Rules — Key milestones and age thresholds for Tier 4 and Tier 6
- 403(b) / Roth 403(b) Coordination — Aligning supplemental savings with your pension
- Avoiding High‑Impact Mistakes — Decisions that permanently reduce retirement income
- Long‑Term Planning Layers — Survivor needs, long‑term care, and estate considerations
Who Should Attend
NYSTRS members in any tier, typically 1–15 years from retirement, or anyone who has not yet reviewed how their pension option will shape their long‑term financial life.
FAQ
Is this seminar free? Yes. This is a complimentary educational session. No products will be sold.
Who is this seminar for? Teachers, administrators, and NYSTRS members seeking clarity on pension options and retirement timelines.
What happens after the seminar? Attendees may request a complimentary Personal Retirement Analysis, including pension projections, 403(b) strategy, and long‑term planning review.
About Your Host
Peter Knapp, CLU®, has specialized in NYSTRS and TRSNYC retirement planning for over 40 years and has guided hundreds of educators through their most important financial decisions.
Register Today
Seats are limited. After registering, you’ll receive a confirmation email with your Zoom link.